Basic Case Acceptance

How to help patients understand the importance of their treatment plans, and WANT the treatment they need.

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Help More Patients Say “Yes” to the Treatment They Need!

Don’t let insurance coverage dictate the care you provide. This course gives you the essential techniques that top-producing dentists use to help patients accept—and pay for—the comprehensive treatment they truly need.

Whether you’re presenting treatment, making financial arrangements, or scheduling patients, this course is packed with practical tools that every team member involved in case acceptance should know.

You’ll get a clear blueprint for delivering confident, effective case presentations that connect with patients, address their concerns, and result in more completed treatment plans.

What You'll Learn

• Step-by-Step Case Presentation Blueprint
Deliver treatment recommendations clearly and effectively.

• Overcome Patient Objections
Tactfully address resistance and guide patients to a positive decision.

• Avoid Common Presentation Mistakes
Learn the pitfalls that lose patients’ trust—and how to avoid them.

• Prevent Cancellations & Unpaid Balances
Set patients up for success with clear communication and realistic expectations.

• Understand Patient Behavior
Recognize different types of case presentations and levels of resistance depending on the patient and the size of the case.

• Build Confidence with Communication
Master the interpersonal skills that drive trust and compliance.

Course Objectives

  • Learn effective communication techniques.
  • Understand why some patients are unreceptive to treatment.
  • Gain a step-by-step blueprint for winning case presentations.
  • Become confident at tactfully addressing and overcoming patient objections.
  • Discover the top mistakes dentists make when presenting treatment.
  • Learn how to prevent cancellations and unpaid balances.
  • Understand the different types of case presentations and the degrees of resistance you'll encounter depending on the patient and size of the case.

  • 1.5 CE Hours

    With the right approach, case acceptance becomes natural—and consistent. This course gives your team the tools to make it happen.


    Your Instructor


    Gregory A. Winteregg, DDS
    Gregory A. Winteregg, DDS

    Dr. Greg Winteregg was a nationally recognized speaker, educator, and dental practice management expert. Originally an MGE client, he built one of the top 4% producing practices in the U.S. before joining MGE: Management Experts as a partner in 1994, helping to shape what would become the industry-leading MGE Power Program.

    Over his 30-year career, Dr. Winteregg lectured to over 100,000 dental professionals worldwide and was widely regarded as one of the best public speakers in the industry. His lecture style was friendly, accessible, and deeply passionate—driven by his love for the profession and his genuine care for fellow dentists. He was fun to listen to, and equally impactful, blending warmth and humor with real-world, no-nonsense strategy.

    Greg had a unique ability to turn complex management concepts into practical tools that any dental team could apply. He was also one of the earliest contributors to DDS Success, where his foundational training on communication, customer service, and case acceptance remains an essential part of the platform today.

    His legacy lives on through the thousands of dentists he helped and the timeless content he created to help practices grow and thrive.


    Get it now!

    Included with DDS Subscription! Sign Up Now

    Schedule a Free Demo of DDS Success